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STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 401k Plan overview

Plan NameSTEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN
Plan identification number 003

STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEVENS INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:STEVENS INSTITUTE OF TECHNOLOGY
Employer identification number (EIN):221487354
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01WARREN PETTY
0032015-07-01WARREN PETTY
0032014-07-01LOUIS J MAYER
0032013-07-01MARK SAMOLEWICZ MARK SAMOLEWICZ2015-04-15
0032012-07-01MARK SAMOLEWICZ MARK SAMOLEWICZ2014-04-14
0032011-07-01MARK SAMOLEWICZ MARK SAMOLEWICZ2013-04-15
0032009-07-01MARK SAMOLEWICZ MARK SAMOLEWICZ2011-04-15

Plan Statistics for STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN

401k plan membership statisitcs for STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN

Measure Date Value
2022: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-30364,785
Acturial value of plan assets2022-06-30364,785
Funding target for retired participants and beneficiaries receiving payment2022-06-30149,670
Number of terminated vested participants2022-06-3014
Fundng target for terminated vested participants2022-06-3069,331
Active participant vested funding target2022-06-3026,129
Number of active participants2022-06-305
Total funding liabilities for active participants2022-06-3026,129
Total participant count2022-06-3047
Total funding target for all participants2022-06-30245,130
Balance at beginning of prior year after applicable adjustments2022-06-30586
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-30586
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-30595
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-302,900
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0147
Total number of active participants reported on line 7a of the Form 55002021-07-015
Number of retired or separated participants receiving benefits2021-07-0116
Number of other retired or separated participants entitled to future benefits2021-07-0112
Total of all active and inactive participants2021-07-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-017
Total participants2021-07-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-30405,693
Acturial value of plan assets2021-06-30405,693
Funding target for retired participants and beneficiaries receiving payment2021-06-30127,294
Number of terminated vested participants2021-06-3015
Fundng target for terminated vested participants2021-06-3074,729
Active participant vested funding target2021-06-3053,916
Number of active participants2021-06-307
Total funding liabilities for active participants2021-06-3053,916
Total participant count2021-06-3047
Total funding target for all participants2021-06-30255,939
Balance at beginning of prior year after applicable adjustments2021-06-3012,984
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-3012,411
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-30573
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30127,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30133,922
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-30586
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-301,900
Net shortfall amortization installment of oustanding balance2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0147
Total number of active participants reported on line 7a of the Form 55002020-07-015
Number of retired or separated participants receiving benefits2020-07-0120
Number of other retired or separated participants entitled to future benefits2020-07-0114
Total of all active and inactive participants2020-07-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-018
Total participants2020-07-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-30249,728
Acturial value of plan assets2020-06-30249,728
Funding target for retired participants and beneficiaries receiving payment2020-06-30136,438
Number of terminated vested participants2020-06-3015
Fundng target for terminated vested participants2020-06-3068,630
Active participant vested funding target2020-06-3053,009
Number of active participants2020-06-307
Total funding liabilities for active participants2020-06-3053,009
Total participant count2020-06-3047
Total funding target for all participants2020-06-30258,077
Balance at beginning of prior year after applicable adjustments2020-06-3029,728
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-3016,879
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-3012,849
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-3012,984
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30139,426
Total employee contributions2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30131,008
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-302,100
Net shortfall amortization installment of oustanding balance2020-06-3021,333
Total funding amount beforereflecting carryover/prefunding balances2020-06-3015,960
Carryover balance elected to use to offset funding requirement2020-06-3012,411
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-303,549
Contributions allocatedtoward minimum required contributions for current year2020-06-30131,008
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0148
Total number of active participants reported on line 7a of the Form 55002019-07-017
Number of retired or separated participants receiving benefits2019-07-0117
Number of other retired or separated participants entitled to future benefits2019-07-0115
Total of all active and inactive participants2019-07-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-30253,260
Acturial value of plan assets2019-06-30253,260
Funding target for retired participants and beneficiaries receiving payment2019-06-30145,670
Number of terminated vested participants2019-06-3014
Fundng target for terminated vested participants2019-06-3064,559
Active participant vested funding target2019-06-3047,824
Number of active participants2019-06-308
Total funding liabilities for active participants2019-06-3047,824
Total participant count2019-06-3050
Total funding target for all participants2019-06-30258,053
Balance at beginning of prior year after applicable adjustments2019-06-3042,301
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-3012,838
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-3029,463
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-3029,728
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-303,000
Net shortfall amortization installment of oustanding balance2019-06-3034,521
Total funding amount beforereflecting carryover/prefunding balances2019-06-3016,879
Carryover balance elected to use to offset funding requirement2019-06-3016,879
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0150
Total number of active participants reported on line 7a of the Form 55002018-07-018
Number of retired or separated participants receiving benefits2018-07-0118
Number of other retired or separated participants entitled to future benefits2018-07-0114
Total of all active and inactive participants2018-07-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-018
Total participants2018-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-30281,679
Acturial value of plan assets2018-06-30281,679
Funding target for retired participants and beneficiaries receiving payment2018-06-30159,013
Number of terminated vested participants2018-06-3015
Fundng target for terminated vested participants2018-06-3065,415
Active participant vested funding target2018-06-3043,600
Number of active participants2018-06-308
Total funding liabilities for active participants2018-06-3043,600
Total participant count2018-06-3052
Total funding target for all participants2018-06-30268,028
Balance at beginning of prior year after applicable adjustments2018-06-3058,698
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-3016,944
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-3041,754
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3028,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3029,934
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-3042,301
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-304,236
Total employee contributions2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-304,106
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-303,000
Net shortfall amortization installment of oustanding balance2018-06-3028,650
Total funding amount beforereflecting carryover/prefunding balances2018-06-3016,944
Carryover balance elected to use to offset funding requirement2018-06-3012,838
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-304,106
Contributions allocatedtoward minimum required contributions for current year2018-06-304,106
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0152
Total number of active participants reported on line 7a of the Form 55002017-07-018
Number of retired or separated participants receiving benefits2017-07-0121
Number of other retired or separated participants entitled to future benefits2017-07-0114
Total of all active and inactive participants2017-07-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-017
Total participants2017-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-30278,005
Acturial value of plan assets2017-06-30278,005
Funding target for retired participants and beneficiaries receiving payment2017-06-30178,179
Number of terminated vested participants2017-06-3014
Fundng target for terminated vested participants2017-06-3056,947
Active participant vested funding target2017-06-3043,738
Number of active participants2017-06-309
Total funding liabilities for active participants2017-06-3043,738
Total participant count2017-06-3053
Total funding target for all participants2017-06-30278,864
Balance at beginning of prior year after applicable adjustments2017-06-3075,726
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-3018,021
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-3057,705
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3021,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3022,496
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-3058,698
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3028,995
Total employee contributions2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-303,000
Net shortfall amortization installment of oustanding balance2017-06-3059,557
Total funding amount beforereflecting carryover/prefunding balances2017-06-3016,944
Carryover balance elected to use to offset funding requirement2017-06-3016,944
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0153
Total number of active participants reported on line 7a of the Form 55002016-07-018
Number of retired or separated participants receiving benefits2016-07-0122
Number of other retired or separated participants entitled to future benefits2016-07-0115
Total of all active and inactive participants2016-07-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-017
Total participants2016-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0156
Total number of active participants reported on line 7a of the Form 55002015-07-019
Number of retired or separated participants receiving benefits2015-07-0124
Number of other retired or separated participants entitled to future benefits2015-07-0114
Total of all active and inactive participants2015-07-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0157
Total number of active participants reported on line 7a of the Form 55002014-07-018
Number of retired or separated participants receiving benefits2014-07-0126
Number of other retired or separated participants entitled to future benefits2014-07-0115
Total of all active and inactive participants2014-07-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-017
Total participants2014-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0158
Total number of active participants reported on line 7a of the Form 55002013-07-0110
Number of retired or separated participants receiving benefits2013-07-0125
Number of other retired or separated participants entitled to future benefits2013-07-0115
Total of all active and inactive participants2013-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-017
Total participants2013-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0159
Total number of active participants reported on line 7a of the Form 55002012-07-0110
Number of retired or separated participants receiving benefits2012-07-0124
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-018
Total participants2012-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0161
Total number of active participants reported on line 7a of the Form 55002011-07-0110
Number of retired or separated participants receiving benefits2011-07-0128
Number of other retired or separated participants entitled to future benefits2011-07-0116
Total of all active and inactive participants2011-07-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0173
Total number of active participants reported on line 7a of the Form 55002009-07-0112
Number of retired or separated participants receiving benefits2009-07-0143
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN

Measure Date Value
2022 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2022 401k financial data
Total income from all sources2022-06-30$-18,405
Expenses. Total of all expenses incurred2022-06-30$20,149
Benefits paid (including direct rollovers)2022-06-30$17,687
Total plan assets at end of year2022-06-30$326,231
Total plan assets at beginning of year2022-06-30$364,785
Value of fidelity bond covering the plan2022-06-30$500,000
Expenses. Other expenses not covered elsewhere2022-06-30$2,462
Other income received2022-06-30$-18,405
Net income (gross income less expenses)2022-06-30$-38,554
Net plan assets at end of year (total assets less liabilities)2022-06-30$326,231
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$364,785
2021 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2021 401k financial data
Total income from all sources2021-06-30$-20,534
Expenses. Total of all expenses incurred2021-06-30$21,737
Benefits paid (including direct rollovers)2021-06-30$18,842
Total plan assets at end of year2021-06-30$364,785
Total plan assets at beginning of year2021-06-30$407,056
Value of fidelity bond covering the plan2021-06-30$500,000
Expenses. Other expenses not covered elsewhere2021-06-30$2,895
Other income received2021-06-30$-20,534
Net income (gross income less expenses)2021-06-30$-42,271
Net plan assets at end of year (total assets less liabilities)2021-06-30$364,785
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$407,056
2020 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2020 401k financial data
Total income from all sources2020-06-30$177,683
Expenses. Total of all expenses incurred2020-06-30$20,355
Benefits paid (including direct rollovers)2020-06-30$18,496
Total plan assets at end of year2020-06-30$407,056
Total plan assets at beginning of year2020-06-30$249,728
Value of fidelity bond covering the plan2020-06-30$500,000
Expenses. Other expenses not covered elsewhere2020-06-30$1,859
Other income received2020-06-30$38,257
Net income (gross income less expenses)2020-06-30$157,328
Net plan assets at end of year (total assets less liabilities)2020-06-30$407,056
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$249,728
Total contributions received or receivable from employer(s)2020-06-30$139,426
2019 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$14,566
Total plan liabilities at beginning of year2019-06-30$10,628
Total income from all sources2019-06-30$3,226
Expenses. Total of all expenses incurred2019-06-30$21,324
Benefits paid (including direct rollovers)2019-06-30$19,278
Total plan assets at end of year2019-06-30$249,728
Total plan assets at beginning of year2019-06-30$263,888
Value of fidelity bond covering the plan2019-06-30$500,000
Expenses. Other expenses not covered elsewhere2019-06-30$2,046
Other income received2019-06-30$3,226
Net income (gross income less expenses)2019-06-30$-18,098
Net plan assets at end of year (total assets less liabilities)2019-06-30$249,728
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$253,260
2017 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2017 401k financial data
Total income from all sources2017-06-30$30,523
Expenses. Total of all expenses incurred2017-06-30$26,849
Benefits paid (including direct rollovers)2017-06-30$24,764
Total plan assets at end of year2017-06-30$281,679
Total plan assets at beginning of year2017-06-30$278,005
Value of fidelity bond covering the plan2017-06-30$500,000
Other income received2017-06-30$1,528
Net income (gross income less expenses)2017-06-30$3,674
Net plan assets at end of year (total assets less liabilities)2017-06-30$281,679
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$278,005
Total contributions received or receivable from employer(s)2017-06-30$28,995
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$2,085
2016 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$22,981
Total income from all sources2016-06-30$-5,681
Expenses. Total of all expenses incurred2016-06-30$29,354
Benefits paid (including direct rollovers)2016-06-30$27,212
Total plan assets at end of year2016-06-30$278,005
Total plan assets at beginning of year2016-06-30$290,059
Value of fidelity bond covering the plan2016-06-30$500,000
Other income received2016-06-30$-5,681
Net income (gross income less expenses)2016-06-30$-35,035
Net plan assets at end of year (total assets less liabilities)2016-06-30$278,005
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$290,059
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$2,142
2015 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$43,678
Expenses. Total of all expenses incurred2015-06-30$25,952
Benefits paid (including direct rollovers)2015-06-30$23,669
Total plan assets at end of year2015-06-30$290,059
Total plan assets at beginning of year2015-06-30$272,333
Value of fidelity bond covering the plan2015-06-30$500,000
Other income received2015-06-30$43,678
Net income (gross income less expenses)2015-06-30$17,726
Net plan assets at end of year (total assets less liabilities)2015-06-30$290,059
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$272,333
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$2,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$-26,083
Expenses. Total of all expenses incurred2014-06-30$27,114
Benefits paid (including direct rollovers)2014-06-30$24,644
Total plan assets at end of year2014-06-30$272,333
Total plan assets at beginning of year2014-06-30$325,530
Value of fidelity bond covering the plan2014-06-30$500,000
Expenses. Other expenses not covered elsewhere2014-06-30$2,470
Other income received2014-06-30$-26,083
Net income (gross income less expenses)2014-06-30$-53,197
Net plan assets at end of year (total assets less liabilities)2014-06-30$272,333
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$325,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2013 401k financial data
Total income from all sources2013-06-30$40,224
Expenses. Total of all expenses incurred2013-06-30$27,932
Benefits paid (including direct rollovers)2013-06-30$25,427
Total plan assets at end of year2013-06-30$325,530
Total plan assets at beginning of year2013-06-30$313,238
Value of fidelity bond covering the plan2013-06-30$500,000
Expenses. Other expenses not covered elsewhere2013-06-30$2,505
Other income received2013-06-30$40,224
Net income (gross income less expenses)2013-06-30$12,292
Net plan assets at end of year (total assets less liabilities)2013-06-30$325,530
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$313,238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2012 401k financial data
Total income from all sources2012-06-30$7,990
Expenses. Total of all expenses incurred2012-06-30$29,364
Benefits paid (including direct rollovers)2012-06-30$26,649
Total plan assets at end of year2012-06-30$313,238
Total plan assets at beginning of year2012-06-30$334,612
Value of fidelity bond covering the plan2012-06-30$500,000
Expenses. Other expenses not covered elsewhere2012-06-30$2,715
Other income received2012-06-30$7,990
Net income (gross income less expenses)2012-06-30$-21,374
Net plan assets at end of year (total assets less liabilities)2012-06-30$313,238
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$334,612
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2011 401k financial data
Total income from all sources2011-06-30$10,354
Expenses. Total of all expenses incurred2011-06-30$31,105
Benefits paid (including direct rollovers)2011-06-30$28,187
Total plan assets at end of year2011-06-30$334,612
Total plan assets at beginning of year2011-06-30$355,363
Value of fidelity bond covering the plan2011-06-30$500,000
Expenses. Other expenses not covered elsewhere2011-06-30$2,918
Other income received2011-06-30$10,354
Net income (gross income less expenses)2011-06-30$-20,751
Net plan assets at end of year (total assets less liabilities)2011-06-30$334,612
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$355,363

Form 5500 Responses for STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN

2021: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered24
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered26
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered25
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered27
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered27
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered30
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered31
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered31
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered33
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered34
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC4562
Policy instance 1
Insurance contract or identification numberAC4562
Number of Individuals Covered36
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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